Get Started
Financial Planners

Daniel Lee


Senior Wealth Manager

Daniel Lee


Senior Wealth Manager


Daniel joined Plancorp in 2019 to lead our San Jose office. Prior to Plancorp, he spent more than a decade at a Bay Area RIA, where he provided financial planning and investment management to high net worth individuals.

Daniel earned a BS in Economics from The University of Michigan and also completed the UC Berkeley Extension Personal Financial Planning program. He now teaches at the UC Berkeley Extension and serves on its Advisory Board. Daniel is a member of the CFA Society of San Francisco and the Financial Planning Association of San Francisco.

In his free time, Daniel stays active by playing basketball, golfing, and traveling to spend time with family and friends. He is a devoted fan of his Michigan Wolverines football and basketball teams.

Community Involvement
  • Korean American Community Foundation - Associate Board Member (2017 - present)
  • UC Berkeley Extension - Advisory Board Member (2016 - present)
  • Financial Planning Association of San Francisco - Board of Directors (2016 - present)
  • Michigan Alumni Club of Greater San Francisco - President (2009 - 2013)
  • University of Michigan, B.S. Economics, Biopsychology/Neuroscience, 2005
  • UC Berkeley Extension, Certificate in Personal Financial Planning, 2009


5 Questions People Don’t Ask Their Financial Advisor (But Should)

Working with a financial advisor is a great decision. Would you argue a serious case about a legal document in a court of law without an attorney? Would you opt to have surgery from someone who wasn’t trained as a medical professional with expertise in your specific area of concern?

Read More
How an HSA Can Boost Your Retirement Savings

When it comes to picking a health insurance plan, the options can seem confusing. For years, I avoided my company’s high-deductible health insurance plan with a health savings account (HSA) because it felt scarier than simply paying the monthly premiums and predictable co-pays of a PPO plan.

Read More
Peter Lazaroff is one of Investopedia's Top Advisors of 2019

Every year, Investopedia honors 100 financial advisors who are influencing the financial industry. 

We are excited to announce that Peter Lazaroff has been named one of Investopedia's Top Advisors of 2019 for the second year in a row. 

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.